Skip to content

Alan Tin-lo Chu

Investment adviser representative at Global View Capital Management LLC
15 yearsExperience
1 stateRegistered in
$775.2MFirm assets
14 yearsFirm in business

Are you Alan Tin-lo Chu? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Global View Capital Management, LLCApr 2025 to now
  2. Global View Capital Advisors, LLCMar 2025 to now
  3. Innovative Financial Group Inc.May 2011 to now
  4. Experior Financial Group, Inc.Jan 2025 to Sep 2025
  5. Acrylic Financial, Inc.May 2023 to Apr 2025
  6. Alphastar Capital Management, LLCJun 2021 to May 2023
  7. Cf Home Loan LLCJun 2017 to Mar 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (HI).

Global View Capital Management LLC

$775.2MAssets managed
3,819Clients
101Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5831262
Firm CRD
158292
Advisor's SEC record (opens in a new tab)
CallContact this firm